Conversations

Conversations 1 - 20 of 26
Photo of Angela Domenichelli
CTA Playbook drop-down location
Please move the drop-down to add a playbook to a manually created CTA so it is directly below Owner.  When a playbook is selected, severa...
  • 1 me too
  • 1 reply
  • Idea
Photo of Angela Domenichelli
Cockpit due date group by - more options needed
As a CSM I need to group my CTAs in my cockpit by due date with more timeframes available so I can clearly see what needs to completed by...
  • 1 me too
  • 1 reply
  • Idea
Photo of Seth
In Timeline, add external contacts who don't exist as Contacts
Our CSMs can never be quite sure when someone's going to end up on a customer phone call who they've never spoken with before. If that pe...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Angela Domenichelli
c360 recent accounts
As a CSM I need to see the most recently accessed accounts when I open my c360 so I can resume work quickly after re-launching my browser.
  • 4 me toos
  • 1 reply
  • Idea
Photo of Angela Domenichelli
Time zone conversion
As a CSM I need to log activities and emails according to my client's time zone so I can reference the time in a meaningful way to my cli...
  • 1 me too
  • 1 reply
  • Idea
Photo of Angela Domenichelli
Save dashboard filters
User story: As a CSM Manager, I need to display dashboard reports for each of my direct reports individually so I can see their book of b...
  • 1 me too
  • 3 replies
  • Idea
Photo of Angela Domenichelli
Workflow recommendations for Customer Escalations
What workflow(s) does your company have in place for when a client escalates to the CSM's Manager?  We are re-imagining the process in Ga...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Evan Luberda
Admin Office Hours - 5/31/18
This thread is for the Admin Office Hours session for Thursday May 31st,  2018.  Submit your questions to this thread and we'll address t...
  • 1 me too
  • 2 replies
  • Article
Photo of Angela Domenichelli
Global Times Filter by CSM
User stories:  As a CSM I need to filter global timeline activities by the Customer Success Manager to see activities for accounts in a ...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Evan Luberda
Admin Office Hours - May 17th, 2018
This thread is for the Admin Office Hours session for Thursday May 17th,  2018.  Submit your questions to this thread and we'll address t...
  • 1 me too
  • 2 replies
  • Article
Photo of Cameron Wright
Email assist parent/child account contact association
I have a customer that uses a child/parent relationships and CTA's could open for either or, but the contact from either side does not pu...
  • 4 me toos
  • 6 replies
  • Idea
Photo of Angela Domenichelli
Search tasks and CTA comments
As a CSM I need to search all my notes so I can reference prior client communications while talking to a client. Current situation:  Task...
  • 1 me too
  • 3 replies
  • Idea
Photo of Angela Domenichelli
Recall email
Our CSM would like the ability to recall an email sent via email assist.  If the CSM makes an error on an email, they want to prevent the...
  • 1 me too
  • 1 reply
  • Idea
Photo of Angela Domenichelli
Improvements to Timeline tasks
CSMs love using the tasks in a Timeline Activity to create a reminder in cockpit.  They love it so much, they want even more features!  C...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Angela Domenichelli
C360 detail menu options
CSM would like the c360 detail options on the left side of the screen to remain static when toggling to timeline.  If the Timeline is dis...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Angela Domenichelli
Email signature
CSM would like to import their signature as formatted in Outlook to Gainsight.   CSM wants to include in email assist templates and copil...
  • Angela Domenichelli, 2 months ago

  • 4 me toos
  • 0 replies
  • Idea
Photo of Angela Domenichelli
CTA File attachment size limit
A CSM wants to know if there are any limits to the files (size or number) that can be attached to a CTA.
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Evan Luberda
Admin Office Hours - 3/29/18
This thread is for the Admin Office Hours session for Thursday March 29th,  2018.  Submit your questions to this thread and we'll address...
  • 1 me too
  • 7 replies
  • Article
Photo of Evan Luberda
Admin Office Hours - March 8th, 2018
This thread is for the Admin Office Hours session for Thursday March 8th,  2017.  Submit your questions to this thread and we'll address ...
  • 1 me too
  • 4 replies
  • Article
Photo of Angela Domenichelli
C360 banner customization
My company uses a customer identifier called context ID in addition to a client name.  This is not a 1:1 mapping, as some clients have mu...
  • 1 me too
  • 5 replies
  • Idea